PTC
®Windchill
®PDM
Essentials
™
Getting Started
Guide
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Contents
Technical Support ...6
Documentation for PTC Products...6
Comments ...7
Overview ...9
Prerequisites... 11
Licenses ...17
Installation and Configuration ...19
Installation ...20
Configuring Windchill ...45
Integrating with Your CAD Application ...73
Working with Creo Parametric ...74
Installing Windchill Workgroup Manager for a Third-Party CAD Application ...99
Moving Forward: Ongoing Windchill Administration... 101
Business Administrative Tasks... 103
System Administrative Tasks ... 119
About This Guide
The PTC Windchill PDM Essentials Getting Started Guide walks you through the installation, configuration, and administration procedures unique to PTC
Windchill PDM Essentials.
In addition, the guide provides detailed information about Creo Parametric
integration and links to additional Windchill documentation to consider as you set up PTC Windchill PDM Essentials at your site.
Technical Support
Contact PTC Technical Support through the PTC website, or by phone, email, or fax if you encounter problems using this product or the product documentation. The PTC eSupport portal provides the resources and tools to support your PTC Windchill implementation:
https://support.ptc.com/appserver/cs/portal/
For complete details, see the PTC Customer Support Guide:
http://support.ptc.com/appserver/support/csguide/csguide.jsp
You must have a Service Contract Number (SCN) before you can receive
technical support. If you do not know your SCN, see “Preparing to contact TS” on theProcessestab of the PTC Customer Support Guide for information about how to locate it.
Documentation for PTC Products
You can access PTC documentation using the following resources:
• PTC Windchill Help Center—The PTC Windchill Help Center includes all PTC Windchill documentation. You can browse the entire documentation set, or use the search capability to perform a keyword search. To access the PTC
Windchill Help Center, you can:
○ Click any help icon in PTC Windchill
○ SelectHelp ▶▶ Windchill Help Centerfrom theQuick Linksmenu at the top right of any PTC Windchill page
○ Use the following link to access all PTC help centers:
https://support.ptc.com/appserver/cs/help/help.jsp
• Reference Documentswebsite—The Reference Documents website is a library of all PTC guides:
http://support.ptc.com/appserver/cs/doc/refdoc.jsp
A Service Contract Number (SCN) is required to access the PTC
documentation from the Reference Documents website. If you do not know your SCN, see “Preparing to contact TS” on theProcessestab of the PTC
http://support.ptc.com/appserver/support/csguide/csguide.jsp
When you enter a keyword in theSearch Our Knowledgefield on the PTC
eSupport portal, your search results include both knowledge base articles and PDF guides.
Comments
PTC welcomes your suggestions and comments on its documentation. To submit your feedback, you can:
• Send an email [email protected]. To help us more quickly address your concern, include the name of the PTC product and its release number with your comments. If your comments are about a specific help topic or book, include the title.
• Click the feedback icon in the PTC Windchill Help Center toolbar and complete the feedback form. The title of the help topic you were viewing when you clicked the icon is automatically included with your feedback.
1
Overview
PTC Windchill PDM Essentials is a preconfigured, packaged solution designed for rapid, small deployments by customers with basic MCAD data management needs. The package contains everything needed for basic CAD data management except the operating system (OS).
Summary
• Microsoft SQL Server 2012 is bundled with PTC Windchill PDM Essentials and is automatically installed and configured. This bundled SQL server version is licensed with, and can be used only with PTC Windchill PDM Essentials.
• The following Windchill capabilities are included and preconfigured in PTC Windchill PDM Essentials:
○ Support for managing Creo Parametric CAD documents
○ Support for managing documents (PDF, Word, Excel, PowerPoint, TXT) ○ Server-side representation publishing and client-side viewing
◆ Creo View Lite is included for client 3-D viewing and markup. ◆ Creo Parametric CAD worker, publishing adapter, and the associated
license are included and automatically configured for publishing ○ Windchill Directory Server (for managing users)
○ The following Windchill Workgroup Manager products are bundled and installed on the server and available for client deployment.
◆ Windchill Workgroup Manager for Creo Illustrate ◆ Windchill Workgroup Manager for Creo Schematics
◆ Windchill Workgroup Manager for Creo Elements/Direct Drafting ◆ Windchill Workgroup Manager for Creo Elements/Direct Modeling ◆ Windchill Workgroup Manager for AutoCAD
◆ Windchill Workgroup Manager for Autodesk Inventor ◆ Windchill Workgroup Manager for SolidWorks ◆ Windchill Workgroup Manager for Mathcad
◆ Windchill Workgroup Manager for Arbortext IsoDraw • The following Windchill capabilities are excluded:
○ No support for parts (WTParts), part configurations, or advanced configuration options (only CAD documents and documents, such as Microsoft Word or text documents, are supported).
Note
WTParts are Windchill parts. CAD data for Creo Parametric parts and SolidWorks parts is managed in Windchill as CAD documents.
○ No support for content replication ○ No support for change objects
○ No support for indexed content search (Windchill Solr is not installed)
Note
2
Prerequisites
PTC Windchill PDM Essentials is deployed on a single physical or virtual
machine on which Windows Server 2008 R2 or Windows Server 2012 is installed.
Note
Multi-core processors on a single physical or virtual machine eliminate the necessity for multiple machines in order to support up to 25 active CAD users and up to 200 active web browser users. For this reason, there is no provision for supporting a multi-machine deployment.
Server Hardware Requirements
• 12GB of available RAM (16 with concurrent server-side publishing)
Note
You must have a minimum of 8GB of available RAM on a physical or virtual machine in order for the installation environment to be verified by theWindchill Installation Assistant. Ensure that there is at least 8GB of available RAM.
If the server is intended only as a demonstration or test server, you can disable this check in the WindchillSetup.exe.config file before installation. After obtaining and opening the media (seeObtaining the PTC Windchill PDM Essentials Media on page 32), this file is located in the media directory. Set the following parameter value:
<appSettings>
<add key="preCheckRAM" value="false"/> </appSettings>
.
For customers that regularly work with larger assemblies that include more than 500 components and require more than 2 GB of RAM to open in Creo Parametric or another CAD application, use the following calculation to determine the amount of RAM required: add the total amount of RAM needed to open your largest assembly in Creo Parametric to the base configuration listed above. For example, if the largest assembly requires 8 GB of RAM to open in Creo Parametric, and concurrent server-side publishing is enabled, the calculation for the required amount of RAM is 16+8=24 GB.
• 2 processors (4 recommended with concurrent server-side publishing) • 50 GB of disk space for software components
• Disk space for file content (CAD documents and documents, such as Microsoft Word or text documents). Use the following steps to calculate required disk space:
1. Estimate current total file space used for CAD and office files 2. Estimate rate of growth over 3-5 years (for example, 30% per year) 3. Compute estimated total needs over 5 years
Ensure that the media used for backups can also accommodate the projected growth.
• The server name cannot include an underscore (for example, PDM_ Essentials_Server). Rename the server, removing underscores, if necessary • Compressed volumes are not supported for Microsoft SQL Server and cannot
be used for PTC Windchill PDM Essentials
Server Software Requirements
• Windows Server:
○ Windows Server 2012 64-bit (Standard Edition or higher) ○ Windows Server 2008 R2 64-bit (Standard Edition or higher) • Java Runtime Environment (JRE) Version 7, Update 51 or later
Caution
No existing versions of Windchill, Creo Parametric, or SQL Server can be currently installed. Double check for any installations and, if they exist, uninstall them and restart the server. After reboot, ensure that there are no Windchill, Creo Parametric, or SQL Server components installed before installing PTC Windchill PDM Essentials.
Client Software Requirements
• Windows Operating System ○ Windows 7 (32-bit or 64-bit) ○ Windows 8 (32-bit or 64-bit) ○ Windows 8.1 (32-bit or 64-bit) • Solaris 10 (SPARC & x64)
• Macintosh OS X 10.10.x • Web Browser
○ Internet Explorer
◆ For Windows 7: Internet Explorer 8, 9, 10, 11(32-bit or 64-bit) ◆ For Windows 8: Internet Explorer 10 (32-bit or 64-bit)
◆ For Windows 8.1: Internet Explorer 11 (32-bit or 64-bit) ○ Mozilla Firefox ESR 31.0.x
• Java Plugin:
1. Version 7, Update 37 or higher 2. Version 8, Update 20 or higher
• Windchill Desktop Integration (Windows 7 and Windows 8 clients only): ○ Microsoft Office 2007, 2010, or 2013
○ Microsoft Outlook 2007, 2010, or 2013
Client CAD Application Compatibility
PTC Windchill PDM Essentials is optimized for use with Windows Server and Microsoft SQL Server to support up to about 25 CAD users and up to about 200 web users.
The following CAD application versions are compatible with PTC Windchill PDM Essentials:
• Version compatibility for Creo Parametric (formerly known as Pro/ ENGINEER):
○ Creo Elements/Pro 5.0 M260 or later
Refer to the following link for the latest Creo Parametric compatibility matrix:http://www.ptc.com/view?im_dbkey=124498.
Caution
You must use the same major version of Creo Parametric (Creo
Parametric 2 or Creo Parametric 3) for both server-side publishing and the CAD client working with PTC Windchill PDM Essentials. For example, if you use Creo Parametric 2 for server-side publishing, you must use Creo Parametric 2 as the CAD client. Or, if you use Creo Parametric 3 as the CAD client, you must use Creo Parametric 3 for server-side publishing.
PTC Creo Parametric 2 M110 is bundled with PTC Windchill PDM Essentials 10.2 M020 for server-side publishing. Therefore, Creo Parametric 2 is the supported CAD client. To use Creo Parametric 3 as the CAD client with PTC Windchill PDM Essentials 10.2 M020, you must either upgrade the server instance to Creo Parametric 3, or uninstall the server instance of Creo Parametric 2 and install Creo Parametric 3. Then, you must configure a Creo worker. For more information about upgrading or installing Creo Parametric, refer to the Reference Documents page of the PTC support website for upgrade and installation guides:https://www.ptc.com/appserver/cs/doc/refdoc. jsp. For more information about configuring a Creo worker, refer to the following article:https://www.ptc.com/appserver/cs/view/solution.jsp? n=CS34814.
○ Creo Elements/Direct Modeling 18.1 M040, M050, or M070; 19.0 F000 or M010
○ Creo Elements/Direct Drafting 18.1 M040, M050, M060, or M070; 19.0 F000 or M010
○ Creo Illustrate 2.0 M040 and 3.0 M020 ○ Creo Schematics 2.0 M010 or later, 3.0 ○ Mathcad 15 M020, M030 or later ○ Mathcad Prime 3.0 F000 or later
Refer to the following link for the latest Windchill Workgroup Manager compatibility matrix:http://www.ptc.com/view?im_dbkey=157177. • Version compatibility for third–party CAD applications:
○ SolidWorks 2011, 2012, 2013, and 2014
○ Autodesk Inventor 2012, 2013, 2014, and 2015
Refer to the following link for the latest third-party CAD applications compatibility matrix:http://www.ptc.com/view?im_dbkey=157177.
Note
For a detailed list of all available software and hardware compatibility matrices, seehttp://www.ptc.com/partners/hardware/current/support.htm.
Note
Integration of PTC Windchill PDM Essentials with a third-party CAD application requires the installation of a workgroup manager (which is included) and the registering of the CAD client with the server. For more information, seeIntegrating with Your CAD Application on page 73.
3
Licenses
A SQL Server 2012 Standard Runtime edition is bundled with PTC Windchill PDM Essentials and is licensed as part of a package seat. This bundled SQL Server can only be used with PTC Windchill PDM Essentials.
If you wish to use the publishing functionality, you must have available a valid Windchill Visualization Adapter license (for the CAD publishing). This license is checked out when the system is enabled for publishing, a publishing job is
running, and a CAD worker is active. The Windchill Visualization Adapter license (part number: PKG-5055-F ) must be ordered through your PTC partner. There is no extra charge, but a customer can only order this license once. When ordering this package, you must provide the hostID of your server. You will receive a license file from PTC that you must import into your FlexNet license server in the same way as any other Creo Parametric module.
You must configure your FlexNet license server and add the Visualization Adapter license before you install PTC Windchill PDM Essentials. For more information about installing a Windchill Visualization Adapter FlexNet license on your license server, see the Specifying License Entry for Previously Generated License Files section (under Configuring Licenses for the Creo Applications > Generating or Updating Licenses) of the Installing Creo 2.0: Creo Parametric, Creo Direct, Creo Layout, Creo Simulate, and Creo Options Modeler document located at the following URL:http://www.ptc.com/cs/help/creo_hc/creo20_hc/common/books/ install.pdf.
Additionally, dedicate the publishing license for use by the Creo Parametric publishing client on the PTC Windchill PDM Essentials server. For details, see the following URL:https://www.ptc.com/appserver/cs/view/solution.jsp?n=CS44898
4
Installation and Configuration
Installation ...20 Configuring Windchill ...45PTC Windchill PDM Essentials streamlines the process of installing and
configuring Windchill, automating much of the work and providing an intuitive
Windchill Installation AssistantandWindchill Setup Assistantto walk you through the process.
Installation
The installation portion of PTC Windchill PDM Essentials involves acquiring the package, and then running a simple installation assistant that specifies installation settings and installs Windchill.
About the Installation
The PTC Windchill PDM Essentials installation configures the system as follows: • Windchill is configured as a Windows service
This service automatically starts and stops all the Windchill processes in the proper sequence. When the server is rebooted, the Windchill processes are automatically started in the proper sequence.
• SQL Server database is installed and configured
SQL Server 2012 Standard Edition (embedded runtime version) is
automatically installed, configured, and optimized for Windchill dedicated use.
Note
PTC Windchill PDM Essentials cannot be connected to an existing SQL server installation.
• A file vault is automatically configured to manage your CAD and office files The deployment automatically configures a single file vault (external to the database but on the same server machine) with automatic folder creation enabled so that you do not have to perform any vault management (other than to ensure that the vault location has sufficient space for all the versions saved and for expected growth).
Note
Older versions are not automatically purged. Manually purge older versions in order to manage space. For more information, seeManaging Space on the File Vault on page 119.
• Windchill Directory Server is automatically configured and backed up The Windchill Directory Server manages users and is automatically configured with the system. A Lightweight Directory Interchange Format (LDIF) file is automatically created as a directory backup once a day at 1:00 a.
m. The eight most recent backups are saved in theWindchillLDIFBackup
subdirectory of the File Vault location you specify on theConfigurationpage of the installation assistant detailed below.
• Apache Tomcat webserver and servlet engine is automatically configured This webserver manages the display of web pages and the handling of user requests. It is automatically configured to use available ports and optimized for Windchill use.
• Server-driven publishing is automatically configured to generate thumbnail and 3D visualization formats when CAD files are checked in.
A Creo CAD worker is automatically installed and configured as part of the system. Server-side publishing can be enabled or disabled during theWindchill Setup Assistantand the publishing schedule can be specified usingWVS Job Scheduler Administration. By default, a thumbnail and 3D image is
automatically created when a drawing is saved or checked in. The system can be configured to publish during non-working hours if the server cannot handle the publishing load on top of the CAD and browser client loads.
Caution
You must use the same major version of Creo Parametric (Creo Parametric 2 or Creo Parametric 3) for both server-side publishing and the CAD client working with PTC Windchill PDM Essentials. For example, if you use Creo Parametric 2 for server-side publishing, you must use Creo Parametric 2 as the CAD client. Or, if you use Creo Parametric 3 as the CAD client, you must use Creo Parametric 3 for server-side publishing. PTC Creo Parametric 2 M110 is bundled with PTC Windchill PDM Essentials 10.2 M020 for server-side publishing. Therefore, Creo
Parametric 2 is the supported CAD client. To use Creo Parametric 3 as the CAD client with PTC Windchill PDM Essentials 10.2 M020, you must either upgrade the server instance to Creo Parametric 3, or uninstall the server instance of Creo Parametric 2 and install Creo Parametric 3. Then, you must configure a Creo worker. For more information about upgrading or installing Creo Parametric, refer to the Reference Documents page of the PTC support website for upgrade and installation guides:https://www. ptc.com/appserver/cs/doc/refdoc.jsp. For more information about
configuring a Creo worker, refer to the following article:https://www.ptc. com/appserver/cs/view/solution.jsp?n=CS34814.
For more information about the Job Scheduler, see theWVS Job Scheduler AdministrationHelp Center topic.
Installing PTC Windchill PDM Essentials
Preparing for the Installation
Before beginning the installation, make sure your environment is set up correctly. For more information, seePrerequisites on page 11.
Note
You must have a minimum of 8GB of available RAM on a physical or virtual machine in order for the installation environment to be verified by the
Windchill Installation Assistant. Ensure that there is at least 8GB of available RAM.
If the server is intended only as a demonstration or test server, you can disable this check in the WindchillSetup.exe.config file before installation. After obtaining and opening the media (seeObtaining the PTC Windchill PDM Essentials Media on page 32), this file is located in the media directory. Set the following parameter value:
<appSettings>
<add key="preCheckRAM" value="false"/> </appSettings>
.
Preparing the Server for Installation
In particular, the server should be set up appropriately to prepare it for the
installation. First, ensure that there are no existing installations of Windchill, Creo Parametric, or SQL Server. If any installations exist, uninstall and restart the server before continuing. Then, follow the directions in the following sections, based on the Operating System of your server:
Note
Be sure you have administrator privileges on the server machine.
Server Preparation for Windows Server 2008 R2
• Ensure that Windows Server 2008 R2 Service Pack 1 (SP1) is installed • Install or enable .NET Framework 3.5.1
• Install .NET Framework 4 update: KB2533523 (Microsoft .NET Framework 4 Reliability Update 1 KB2533523)
• To optimize Microsoft Internet Explorer for Windchill, ensure that the Enhanced Security Configuration is disabled on the server:
1. InServer Manager, on the left navigation pane, selectServer Manager (Server Name).
2. UnderSecurity Information, in the list of links on the right, clickConfigure IE ESC.
TheInternet Explorer Enhanced Security Configurationwindow appears.
3. UnderAdministrators, selectOff, and then clickOK. • Temporarily turn off Windows Firewall for the domain:
1. InServer Manager, on the left navigation pane, selectServer Manager (Server Name).
2. UnderSecurity Information, in the list of links on the right, clickGo to Windows Firewall.
3. UnderDomain network settings, selectTurn off Windows Firewall (not recommended), and then clickOK.
Server Preparation for Windows Server 2012
• Enable .NET Framework 3.5.1:
1. InServer Manager, on the left navigation pane, selectDashboard.
2. UnderRoles and Server Groups, in theLocal Serversection, click
Manageability.
3. In theManagemenu, selectAdd Roles and Features. TheAdd Roles and Features Wizardopens.
4. On theBefore you beginpage, clickNext.
5. On theSelect installation typescreen, selectRole-based or feature-based installationand clickNext.
6. On theSelect destination serverpage, selectSelect a server from the server pool, find the applicable server in theServer Pooltable, and then click
Next.
7. On theSelect featurespage, expand.NET Framework 3.5 Features, select. NET Framework 3.5 (includes .NET 2.0 and 3.0), and then clickInstall. • To optimize Microsoft Internet Explorer for Windchill, ensure that the
Enhanced Security Configuration is disabled on the server:
1. InServer Manager, on the left navigation pane, selectDashboard.
2. UnderRoles and Server Groups, in theLocal Serversection, click
3. UnderProperties, click theIE Enhanced Security Configurationvalue, which is currently set toOn.
TheInternet Explorer Enhanced Security Configurationwindow appears.
4. UnderAdministrators, selectOff, and then clickOK. •
Temporarily turn off Windows Firewall for the domain:
1. InServer Manager, on the left navigation pane, selectDashboard.
2. UnderRoles and Server Groups, in theLocal Serversection, click
3. UnderProperties, click theWindows Firewallvalue, which is currently set toDomain: On.
TheCustomize Settingswindow appears.
4. UnderDomain network settings, selectTurn off Windows Firewall (not recommended), and then clickOK.
Additional Server Preparation
In addition to the above preparation steps that are dependant on your server’s Operating System, perform the below preparation steps for Windows Server 2008 R2 and Windows Server 2012:
• Ensure that Java Runtime Environment (JRE) Version 7, Update 5 or later is installed.
For more information on determining which version of JRE is installed, refer to the followingonline procedure.
• Ensure that you have a PDF reader installed on the server (such as Adobe Acrobat). This is needed to open and read the PDF documentation included in the PTC Windchill PDM Essentials media.
• Configure the server if there is no corporate domain name server.
If you are installing in an environment where there is no domain name server, you need to configure your Windchill Server as a workgroup and add a domain extension for the workgroup:
1. On the server machine, clickStart, right-clickComputer, and then select
Properties.
2. In thePropertieswindow, select theComputer Nametab, and then click
TheComputer Name/Domain Changesdialog box opens.
3. In theMember ofsection , selectWorkgroup, and then type a name for the workgroup.
4. ClickMoreto open theDNS Suffix and NetBIOS Computer Namedialog box.
5. Type a fully qualified domain name in thePrimary DNS suffix of this computerfield, and then clickOK.
6. ClickOKto accept the change to Workgroup and to close theComputer Name/Domain Changesdialog box.
• Reboot the server to ensure that Microsoft Windows does not have existing reboot requests pending.
Adding the Publishing License to Your FlexNET License
Server
If you wish to use the publishing functionality, you must have available a valid Windchill Visualization Adapter license (for the CAD publishing). This license is checked out when the system is enabled for publishing, a publishing job is
running, and a CAD worker is active. The Windchill Visualization Adapter license (part number: PKG-5055-F ) must be ordered through your PTC partner. There is no extra charge, but a customer can only order this license once. When ordering this package, you must provide the hostID of your server. You will receive a license file from PTC that you must import into your FlexNet license server in the same way as any other Creo Parametric module.
You must configure your FlexNet license server and add the Visualization Adapter license before you install PTC Windchill PDM Essentials. For more information about installing a Windchill Visualization Adapter FlexNet license on your license server, see the Specifying License Entry for Previously Generated License Files section (under Configuring Licenses for the Creo Applications > Generating or Updating Licenses) of the Installing Creo 2.0: Creo Parametric, Creo Direct, Creo Layout, Creo Simulate, and Creo Options Modeler document located at the following URL:http://www.ptc.com/cs/help/creo_hc/creo20_hc/common/books/ install.pdf.
Additionally, dedicate the publishing license for use by the Creo Parametric publishing client on the PTC Windchill PDM Essentials server. For details, see the following URL:https://www.ptc.com/appserver/cs/view/solution.jsp?n=CS44898
Running the Installation Assistant
Obtaining the PTC Windchill PDM Essentials Media
PTC Windchill PDM Essentials contains everything you need to deploy Windchill. Obtain the media using one of the following methods:
• Order the USB flash drive that contains the media from your PTC partner. • Using the machine on which you want to install, download the ZIP file that
contains the media from the ptc.com/support page, using the download manager option.
Opening the Media Files
Make sure you have at least 50 GB of available space on the server machine, and designate a location for the media files. Depending on whether you obtained the media on a flash drive or in a ZIP file, use one of the following methods to open the media files:
Flash Drive ZIP File
1. Insert the flash drive into the USB port of the machine on which you want to install.
2. In a Windows Explorer window, open the contents of the flash drive.
Tip
If your USB adapter is slow, it may ultimately save you time to copy the media folder to the designated location with at least 50 GB of available space. This may take an hour or more.
1. In a Windows Explorer window, navigate to the designated location with at least 50 GB of available space and create a folder for the media files.
Tip
Use a meaningful folder name, such as “Windchill PDM Essentials Installer.”
2. Be sure you have a ZIP utility that can unzip/unarchive a ZIP file in WinZip format, for example 7–Zip or WinZip.
Tip
To download either 7–Zip or WinZip:
• Go tohttp://www.7-zip.org/, and then download and install the 7–Zip utility. OR
• Go tohttp://winzip. todownload.com/and then download and install the WinZip utility.
3. Locate the downloaded ZIP file, and then right-click and select[Your ZIP Utility] ▶▶ Extract Here.
Flash Drive ZIP File
4. Browse to the location of the folder you created, and then clickOK.
Note
Extraction may take between 5 and 15 minutes depending on the speed of your system.
1. After opening the media files, right-click the application file (not the CONFIG File)WindchillSetupand then selectRun as administrator.
Caution
Do not select WindchillSetup.exe.config, make sure the file type is Application.
AUser Account Controlwindow appears asking if you want to allow the program to make changes. ClickYes.
TheWindchill Installation Assistantopens on theIntroductionpage.
To continue, clickNext.
2. On theAgreementpage, read the license agreement, selectI accept the license agreement, and then clickNext.
3. On theOptionspage, if you have an existing instance of PTC Windchill PDM Essentials and are upgrading to a new release, selectInstallation for Upgrade, specify the location of your existing instance, and then clickNext. Otherwise, selectNew Installationand clickNext.
For more information about upgrading, seeUpgrading to a New Release of PTC Windchill PDM Essentials on page 134
4. On theValidationpage, the installer checks your environment to ensure that Windchill can be properly deployed. If any system prerequisites are not met, the installer does not continue and you must resolve the issue and restart the installer. For more information, seePrerequisites on page 11.
After the validation is successful, the assistant prompts you to clickNext.
5. On theConfigurationpage, enter information in the following areas and then clickNext.
• Windchill Components
○ Specify Install Location—This file path is the default installation location for Windchill. To specify a location other than the default installation location, type the desired location or clickBrowseand select the desired location.
Note
The install location folder must be writable. • File Vault
○ Specify File Vault Location—This file path location is where all of your CAD and document files are stored. To specify a location other than the default location, type the desired location or clickBrowseand select the desired location. If you are upgrading to a new release, this field includes the file vault location of your existing instance and cannot be changed.
• Windchill Directory Server—Type credentials for the Windchill Directory Server. Make a secure record of this information for future management. ○ User Name—This user name is preset to cn=Manager and cannot be
changed. ○ Password
○ Confirm Password
• Windchill Application Server—Type credentials for the Windchill
Application Server. This is your initial site administrator account. Make a secure record of this information for future management.
○ Base Data Language—Select the language you want the system to use when displaying the base data for templates (products, libraries, workflow). For example, if you are installing Windchill on an English server but you want the system to use German language templates, selectGerman. The Windchill client browser always uses the browser language preferences for displaying information on the client.
○ User Name—The default user name is wcadmin. Accept this default user name or type a new user name.
○ Password
○ Confirm Password
• Company Information—The installation assistant populates the company information based on your domain information, if possible. Review the information below and change if necessary.
○ Organization Name—Your company name. This name is used to identify your organization context in Windchill. The installation assistant auto-fills this field based on your internet domain, change if necessary.
○ Internet Domain Name—The internet domain name for your organization.
○ Contact Email Address—The contact email address for your organization. This address receives administrative messages and notifications from the server.
Note
This address is not the address from which users receive Windchill notifications. That address is specified on the next page, see step 5.
Note
The organization you specify is intended to represent your company and to contain and organize the data for your company employees. For use within a single company, it is best not to create multiple
organizations as this will increase the complexity of managing and understanding the system.
6. On the secondConfigurationpage, enter information in the following areas, and then clickNext.
Note
If you are upgrading to a new release, some of the information on this page is auto-filled and may not be edited.
• SQL Server—Specify an installation location and credentials for the SQL Server. Make a secure record of this information for future management. ○ Specify Install Location—To specify a location other than the default
location, type the desired location or clickBrowseand select the desired location.
○ User Name—The SQL Server user name is preset to sa and cannot be changed.
○ Password
○ Confirm Password
• Creo Publisher License Server—The following license server information is used by Windchill for publishing functionality such as automatically generated 3–D formats for use with Creo View
○ Specify one of the following license server options.
◆ Single License Server—Select this option if you only have one license server. This is the default.
◆ Triad License Server—Select this option if you have backup license servers.
○ License Server—Type information in one or both of the below license server fields. The system will attempt to communicate with the license server host you specify.
◆ HostName
◆ Port
Note
A notification appears if the system is unable to reach the server over the port provided. Review your license server host name and port to ensure it is correct before proceeding.
• Email Configuration—Email server information is used for delivering email notifications to your email server, such as Windchill event
subscriptions. This functionality is optional. To set up email notifications, enter information in the following fields:
○ SMTP Host
○ SMTP Port
○ From Address—This address is the address the email notifications are identified as being “from” when delivered. This field must use a valid email format: <address>@domain.com
Tip
Use an address that is easily recognizable as being a Windchill notification, such as “[email protected].”
○ SMTP User Name
○ SMTP User Password
7. On theReviewpage, review your configuration to ensure everything is correct. To make corrections to a previous page, clickBack. After you have reviewed the configuration options and verified that they are correct, clickInstall.
The installation time is estimated between 1–3 hours; it need not be monitored. During installation, the installer displays the progress of each component.
Note
The log file from theWindchill Installation Assistantcan be found at the following location, where <PDMEssentials_Media> is the location where you opened the PTC Windchill PDM Essentials media files and started the WindchillSetupapplication file: <PDMEssentials_Media>WC_ PDMEssentials.01\logs\SuperInstaller.log. For more information, seeOpening the Media Files on page 33.
8. After all components have been successfully installed, clickFinish.
TheWindchill Installation Assistantcloses and aWindows Securitywindow appears, requesting credentials for the server on which the installation has been completed.
9. Type theWindchill Application Serveruser name and password specified on the secondConfigurationpage, and then clickOK.
Tip
TheWindchill Setup Assistant Launcherpage opens in your default browser indicating you have successfully installed the Windchill solution.
Note
If Internet Explorer blocks theWindchill Setup Assistant Launcherpage, add it to the list of trusted sites.
TheWindchill Setup Assistantlaunches automatically. If theWindchill Setup Assistantdoes not launch after about a minute, click theClick here if assistant does not appearlink to manually launch it.
Note
Even after theWindchill Setup Assistantlaunches, do not close theWindchill Setup Assistant Launcherpage. After theWindchill Setup Assistantis completed, this page automatically launches the WindchillHome page. If theWindchill Setup Assistant Launcherpage is closed, however, you can still open the WindchillHome page from your browser favorites or a shortcut on the desktop after theWindchill Setup Assistantis completed.
Configuring Windchill
After the installation assistant is finished installing Windchill, the system is ready for configuration. PTC Windchill PDM Essentials includes a convenientWindchill Setup Assistantthat streamlines and simplifies several configuration steps and automates parts of the configuration process.
Using the Windchill Setup Assistant
After completing the PTC Windchill PDM Essentials installation, theWindchill Setup Assistantopens in a browser window. It may take up to a minute to completely load and render this initial page.
Tip
This documentation is available from the Help Center at any time by clicking the help button . For more information, seeUsing the Windchill Help Center on page 149.
ThisWindchill Setup Assistantis organized into five pages, described below. Your progress through these pages is indicated at the top.
The current page number is orange, completed or skipped page numbers are green, and pages not yet completed have gray numbers.
Each page is optional, use theBackandNextbuttons to go to applicable pages, or click the step number. ClickFinishat any time to complete theWindchill Setup Assistant.
Caution
After clickingFinishand closing theWindchill Setup Assistant, you cannot access it again. Be sure you complete all of the configuration options that are applicable to your organization before completing theWindchill Setup
Assistant.
1. Number Scheme on page 47—Use theNumber Schemepage to enable and configure a number scheme to use for automatically generating numbers for new CAD documents. The default setting is to prompt users to manually enter identifying numbers for CAD documents.
2. Publishing on page 48—Enable server-side publishing and automatically generate thumbnails and 3–D viewable images that are accessible from CAD documents. Specify publishing filters to define what file types are published. This configuration option is only available if you selected the option to install Creo Parametric publishing.
3. Version Scheme on page 49—Select a scheme to use for file version management.
4. Participants on page 49—Add users as participants and select the team roles to which they belong.
5. Attributes on page 53—Add attributes to make available for CAD documents (for example, part, assembly, and drawing files). Attributes are visible and modifiable from within the CAD application.
Number Scheme
Numbering schemes control how numbers are generated for baselines, documents, CAD documents, and dynamic documents. You can configure Windchill either to prompt the user to manually enter numbers or to automatically generate numbers using a defined scheme.
Select one of the following options:
• Enter Numbers manually—Select this option if you want users to manually specify a number for each new CAD document. For example, if you get new part numbers from an ERP or MRP system, from another part number generator, or if you manage a list of numbers in a spreadsheet.
Note
CAD document file names and numbers must be unique across the system, this uniqueness is enforced by Windchill.
• Generate Numbers automatically using standard scheme—Define the scheme you want all generated numbers to have using the following optional fields: ○ Number Of Digits—Select the number of digits for the number scheme.
Windchill pads with zeros. For example, the number one using a six digit number scheme appears as 000001.
○ Prefix—Type a prefix. Each number begins with this prefix. For example, the number one using a prefix of PTC and a number of six digits appears as PTC000001. The prefix must use the following characters:
alphanumeric (A–Z, a–z, 0–9), hyphen(-), or underscore(_).
○ Separator—Type a character to use as the separator between the prefix and number. For example, the number one using a prefix of PTC, a number of six digits, and a separator of a dash appears as PTC-000001.
○ Base Number—Type the number you want to use as the number on which to begin incrementing. For example, the first number that is assigned if the numbering scheme uses six digits, a prefix of PTC, a separator of a dash, and a base number of 000101 is PTC-000101.
○ Separator—Type a character to use as the separator between the number and the suffix. For example, the number one using a prefix of PTC, a number of six digits, a separator of a dash between the prefix and the number, a separator of an asterisk between the number and the suffix, and a suffix of CAD is PTC-000001*CAD.
○ Suffix—Type a suffix. Each number ends with this suffix. For example, the number one using a prefix of PTC, a number of six digits, a separator of a dash between the prefix and the number, a separator of an asterisk between the number and the suffix, and a suffix of CAD is PTC-000001*CAD. The suffix use the following characters: alphanumeric (A-Z, a-z, 0–9), hyphen (-), or underscore(_).
For more information about object numbers, see theObject NumberingHelp Center topic.
For more information about number schemes, see theCreating Numbering Scheme Rule ContentHelp Center topic.
Publishing
On thePublishingpage, specify whether or not you want server-side publishing to be enabled and select any applicable publishing filters. Server-side publishing automatically generates thumbnails and 3–D viewable images that are accessible from CAD documents.
• Enable Publishing—Enables server-side publishing for parts, drawings, and assemblies for Creo View using the PVS format. Clear this checkbox to disable server-side publishing.
Note
If you choose not to enable server-side publishing, viewable images are created client-side during custom Creo Parametric checkin.
• Select types to publish—For Creo Parametric, select the file types for which to generate 3–D viewable images and thumbnails. File types that are not selected are not published at all. This is used to manage server load.
○ Creo Part
○ Creo Assembly
○ Creo Drawing
For more information, see theVisualizing Parts and CAD Documentshelp Center topic.
Version Scheme
On theVersion Schemepage, select a version numbering scheme from the list that you would like to use when revising version-controlled items.
Tip
The ASME version scheme adheres to the standards of the American Society of Mechanical Engineers.
For more information, see theObject VersioningHelp Center topic.
Participants
TheParticipantspage is used to add users to predefined profiles and team role groups. These groups are associated with permissions for Windchill information and actions at various steps of the life cycle.
Note
It is a best practice to add at least one user to each predefined role/group. A user can be added to multiple roles/groups.
To add a participant:
1. Click the create new user icon .
2. In theUser Attributessection, enter information for the new user. An asterisk (*) indicates a required field.
Note
The default password for the added user is the same as theUser Name
specified here. You can change users passwords or inform users to change their password when they first log on.
For information on how to change user passwords from the Participant Administration utility, see theChanging User PasswordsHelp Center topic.
When instructing users to change their own password, refer them to the following Help Center topic:Changing Your Password.
3. In theRole/Group Membershipsection, select one of the following groups from theAssign Grouplist of predefined team roles, and then clickOK.
• Administrator—Also referred to as the Organization Administrator, users associated with this profile have visibility to administer the system and the ability to create, update, and delete all objects at the organization level.
Note
This administrator (Organization Administrator) is not the same as the site administrator (wcadmin), who manages the site context and is specified in the installation assistant. However, the same user may be created as Site Administrator (wcadmin) in theWindchill Installation Assistantand assigned to the Administrator role (Organization Administrator) in theWindchill Setup Assistant.
• Manager—Users associated with this profile can perform the following actions:
○ Product Management—Create and manage products and content within a product, including changing the state of an object (to release it, for example).
○ Library Management—Create and manage libraries and content within a library, including changing the state of an object (to release it, for example).
○ Promotion Requests Management—Initiate and approve promotion requests.
○ Document Management—Manage CAD documents and view, create, and edit non-CAD documents.
○ Organization Administration—Perform organization administration tasks, such as adding and managing organization users.
For more information about administrative tasks, seeMoving Forward: Ongoing Windchill Administration on page 101.
• CAD Author—Users associated with this profile can view, create, and edit CAD documents in products and can view CAD documents in libraries. • Contributor—Users associated with this profile can create and edit
documents and can view CAD documents that are in the released state. These members can also view and markup 3–D viewable images associated with CAD documents.
• Viewer—Users associated with this profile can view documents and CAD documents that are in the Released state.
Note
You can only select one role/group for the current user. If you want to add this user to more than one role/group, follow the above steps for each role/ group. For example, if you want to add a user to the CAD Author and the Contributor groups, you must add that user to the participants list twice, once for each intended group.
For more information about the available roles and groups, seeParticipants on page 58.
Note
TheManagergroup is automatically added to theProduct Creatorsgroup and theLibrary Creatorsgroup. Other than Organization Administrators, only members of these groups can create products and libraries,
respectively.
Each added user appears in the participants list.
To remove users from the list, select the checkbox in front of each user and click the remove selected objects icon .
To edit information for a user in the list, select the checkbox in front of the user and click the edit objects icon .
When all users are added, clickNextto continue.
For more information, see theCreating a New UserHelp Center topic.
Attributes
TheAttributespage is used to specify custom attributes that you want to associate with CAD models such as parts, assemblies, and drawings. These attributes are created as Windchill global attributes. These Windchill attributes are associated with parameters in Creo Parametric if the Windchill attributeInternal Nameand the attribute type matches the CAD parameter name and type, and if the CAD parameter is “designated.” If this association is in place the parameter or attribute values are automatically exchanged between the server and CAD file.
For more information, see theMapping Creo Parametric Parameters to Windchill AttributesandAbout Attribute MappingHelp Center topics.
Commonly displayed Windchill attributes for CAD documents include those in the following table.
These attributes are included in Windchill, use theAttributespage of theWindchill Setup Assistantto create additional attributes for your CAD documents.
Attribute Description
Number The number of the CAD document
Name The name of the CAD document
File Name The CAD file name that is the primary
content of the CAD document
Version The revision and iteration of the CAD document
State The life cycle state of the CAD
document
Last Modified The date and time that the CAD document master was most recently modified
Modified By The name of the user that last modified the CAD document master
Description The description note on the CAD document iteration
Type If the CAD document is a subtype, displays the "Display Name" of the subtype
Document Category The category and subcategory of the
primary content of the CAD document
Location The current database storage location (context and folder) of the CAD
Attribute Description
Created On The date and time that the CAD document master was created
Created By The name of the user that created the CAD document master
Authoring Application The CAD tool in which the CAD file was created
Missing Dependents Indicates whether all dependents of the CAD document were checked in or not. (Value: True or False)
Generic Will be true if the object is generic of a family table
Instance Will be true if the object is instance of a family table
Incomplete Object Will be true if the object is a ‘ghost’ object (that is, has incomplete dependencies)
Document Subcategory Indicates the subcategory of the CAD document
Checkin Comments Displays the check-in comment of the iteration
Context Indicates in which context the object resides
Life Cycle Template Indicates the life cycle template being used for the CAD document
To add an attribute:
TheAdd/Edit Attributespage opens in a new window.
2. In theAttributessection, enter information into the following fields: • Display Name—Type the attribute name you want to be displayed in
attribute lists. The attribute name cannot begin with “PTC_” (for example, “PTC_NetWeight”), and the name cannot contain special characters (characters that are not alpha-numeric) except hyphens and underscores, which are allowed.
• Internal Name—This name is automatically generated based on theDisplay Nameand is the string you should use to create and designate matching CAD file parameters in Creo Parametric.
• Type—Select one of the following attributes from the list. The value selected in this list determines which attribute fields are available. ○ Boolean—True/False (Yes/No)
○ Integer Number—Integer number (no decimal) ○ Real Number—Decimal number
○ Real Number with Units—Decimal number with units ○ String—Text
• Units Of Measure—For an attribute type ofReal Number with Units, select the units indicating the quantity of measure you want the numeric attribute to represent.
• Minimum Value—For an attribute type ofInteger Number,Real Number, or
Real Number with Units, type a minimum possible numeric value. This field, along withMaximum Value, defines a range of valid numeric values. This range is inclusive, meaning the minimum and maximum values are allowed as well as the numeric values between.
• Maximum Value—For an attribute type ofInteger Number,Real Number, or
Real Number with Units, type a maximum possible numeric value. This field, along withMinimum Value, defines a range of valid numeric values. This range is inclusive, meaning the minimum and maximum values are allowed as well as the numeric values between.
• Default Value—Type a default value for the attribute. Characters allowed are defined by the attribute type:
○ Integer Number—Numeric values allowed. ○ Real Number—Decimal values allowed.
○ Real Number with Units—Characters allowed are the same as theReal Numberattribute type.
○ String—All characters are allowed.
• Boolean Default Value—For an attribute type ofBoolean, select whether you want the default value to be Yes, No, or blank (no default value). Each added attribute appears in the attributes list.
To remove attributes from the list, select the checkbox in front of each attribute and click the remove selected objects icon .
To edit information for an attribute in the list, select the checkbox in front of the attribute and click the edit objects icon .
When all attributes are added, clickNextto continue.
For more information on the attributes added by theWindchill Setup Assistant, see
Completing the Windchill Setup Assistant
After your configuration selections are complete, clickFinish.
Caution
Make sure you have specified all of the configuration settings you need before clickingFinish, theWindchill Setup Assistantcannot be opened again.
The configuration specifications are applied and the Windchill server restarts. This may take several minutes.
When the configurations have been successfully applied:
• The WindchillHome page opens in your default browser.
Tip
On the WindchillHome page, the browser address bar contains the server name and location; everything before “/app/” in the address. For example, http://servername.ptcnet.ptc.com/Windchill. Email this address to each user; it is used when they set up integration between Windchill and their CAD application. For more information, seeIntegrating with Your CAD Application on page 73.
• A shortcut to the WindchillHome page is created on the server desktop. • A link to the WindchillHome page is created in the bookmarks or favorites
of your default browser.
• A Windchill Windows service is created so that when the server machine is rebooted, all of the Windchill components automatically start in the proper sequence. For more information, seeRestarting the Windchill Windows Service on page 120.
Additional Configuration Steps for Autodesk Inventor and SolidWorks
PTC Windchill PDM Essentials is configured with the Creo Parametric CAD worker installed on the same machine as Windchill.
If you wish to publish formats for Autodesk Inventor or SolidWorks, you must purchase the CAD adapter for these applications and configure a CAD worker on a separate physical or virtual machine because Autodesk Inventor and SolidWorks do not support installation into a Windows Server operating system.
For more information, seeConfiguring a Remote CAD Worker for Autodesk Inventor and SolidWorks on page 110.
Understanding the Automated Configuration
PTC Windchill PDM Essentials automatically configures Windchill for
convenient, immediate production for basic CAD data management. This section briefly describes these configurations to help you get started in your new
environment. The following configurations are covered: • Participants on page 58
• Library Template on page 63
• Product Template on page 64
• Policy Administration and Access Control Rules on page 66
• CAD Data Management Life Cycle on page 67
• Attributes on page 69
• Publish Rules on page 70
Participants
Windchill uses the term participant to mean a user, group, or organization. The PTC Windchill PDM Essentials configuration defines the following ways to organize participants:
• Organization Groups—PTC Windchill PDM Essentials includes five out-of-the-box organization groups. Users are added to one or more of these groups as part of theWindchill Setup Assistant:
○ Administrator
○ Manager
○ CAD Author
○ Viewer
Note
TheManagergroup is automatically added to theProduct Creatorsgroup and theLibrary Creatorsgroup. Other than Organization Administrators, only members of these groups can create products and libraries,
These groups define user configurations for profiles, shared teams, and roles. New users should always be added to one or more of these groups.
• Profiles—A profile controls what information and actions are visible to the user or group associated with the profile. Each organization group (with the exception of Administrator) is associated with a corresponding profile of the same name.
A description of each profile follows:
○ Manager—Users associated with this profile can perform the following actions:
◆ Product Management—Create and manage products and content within a product, including changing the state of an object (to release it, for example).
◆ Library Management—Create and manage libraries and content within a library, including changing the state of an object (to release it, for example).
◆ Promotion Requests Management—Initiate and approve promotion requests.
◆ Document Management—Manage CAD documents and view, create, and edit non-CAD documents.
◆ Organization Administration—Perform organization administration tasks, such as adding and managing organization users.
For more information about administrative tasks, seeMoving Forward: Ongoing Windchill Administration on page 101.
○ CAD Author—Users associated with this profile can view, create, and edit CAD documents in products and can view CAD documents in libraries. ○ Contributor—Users associated with this profile can create and edit
documents and can view CAD documents that are in the released state. These members can also view and markup 3–D viewable images associated with CAD documents.
○ Viewer—Users associated with this profile can view documents and CAD documents that are in the Released state.
For more information, see theProfilesHelp Center topic.
• Shared Teams—PTC Windchill PDM Essentials includes the following shared teams:
○ Library Team—Automatically associated with all libraries created with the
Team Librarytemplate.
For more information, seeLibrary Template on page 63.
○ Product Team—Automatically associated with all products created with theTeam Producttemplate.
For more information, seeProduct Template on page 64.
For more information about shared teams, see theAbout Shared TeamsHelp Center topic.
• Roles—A role relates members in the context to information and activities managed in that context. The PTC Windchill PDM Essentials out-of-the-box shared teams automatically include roles that correspond to the out-of-the-box organization groups. Each organization group, along with all of its members, is automatically included in the corresponding shared team role:
Note
TheAdministratorgroup is not included in the shared teams because members of that group administer the system rather than viewing and managing data.
For more information, see theAbout Roles and GroupsHelp Center topic.
Library Template
A predefined library template namedTeam Libraryis automatically created and configured as follows:
• AShared TeamcalledLibrary Teamis automatically associated with libraries created using theTeam Librarytemplate.
○ Roles—TheLibrary Teamincludes all of the predefined role groups listed in theWindchill Setup Assistant, exceptAdministrator. All roles except for
Managerhave read-only access to the released content of the parts library and only a user in theManagerrole is allowed to create objects in the library. Users added to an organization group are automatically added to the associated library role for any libraries that were created using the
Team Librarytemplate.
For more information about the predefined role groups, seeParticipants on page 58.
Permissions for libraries created with theTeam Librarytemplate are defined by predefined access control rules. For more information, see
Policy Administration and Access Control Rules on page 66.
Using theTeam Librarytemplate, a library namedParts Catalogis automatically created during the PTC Windchill PDM Essentials installation with all of the above configurations.
For more information about libraries, see theAbout LibrariesHelp Center topic. For more information about library administration, see theWorking with Products and LibrariesHelp Center topic.
Product Template
A predefined product template namedTeam Productis automatically created and configured as follows:
• AShared TeamcalledProduct Teamis automatically associated with products created using theTeam Producttemplate.
○ Roles—TheProduct Teamincludes all of the predefined role groups listed in theWindchill Setup Assistant, exceptAdministrator. Users added to an organization group are automatically added to the associated product roles for any existing products that were created using theTeam Product
template.
For more information about the predefined role groups, seeParticipants on page 58.
Permissions for products created with theTeam Producttemplate
(including permissions to life cycle states of CAD documents) are defined by predefined access control rules. For more information, seePolicy Administration and Access Control Rules on page 66.
For more information about products, see theAbout ProductsHelp Center topic. For more information about product administration, see theWorking with Products and LibrariesHelp Center topic.
Policy Administration and Access Control Rules
Access control rules are predefined for the following domains as children of the parent Organization domain:
• Library Team—Defines the access control rules for theParts Cataloglibrary and any other library created from theTeam Librarytemplate. These access control rules specify the permissions of participants based on the team role to which they are assigned.
• Product Team—Defines the access control rules for products created from the
Team Producttemplate. These access control rules specify the permissions of participants based on the team role to which they are assigned. Among the permissions defined, access control rules are specified for the life cycle states of CAD documents.
For details about CAD document life cycle states and participant permissions, seeCAD Data Management Life Cycle on page 67.
